Israel Elliott
Israel Elliott is a registered investment advisor at Creative Financial Designs, INC., based in Martinsville, IN, with 1 years of industry experience. Israel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9,767 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Financial Designs offers investment management services through various strategies, each with its own focus and minimum account size. These strategies include American Funds Focused, Best in Class, Biblical Faith Values (CFD4, Combination, Eventide Focused, Funds, Income, Inspire Focused, Tax-Wise, Timothy Focused), CFD4, Combination, Exchange Traded Funds, Five Tool, Fundamental Opportunities, Funds, Global, Income Strategy, Large Cap Growth, Large Cap Value, Progressive Trends, and Tax-Wise. Fees for these services are not detailed in this brochure.
Location
1589 Burton Ln, Martinsville, IN, 46151
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Israel works as a Registered Assistant at Ray Wealth Management, dedicating nearly full-time hours to assisting a financial advisor. Israel also owns a financial coaching business, spending a few hours per week meeting with clients to review their spending and budgeting.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations1 state
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